801 Grand Ave
Des Moines, Iowa 50392-0001
Tel: 1-800-533-1390
PRINCIPAL REAL ESTATE, formally registered with the SEC as PRINCIPAL REAL ESTATE. The firm was established in 11/04/1999. They have over 12 offices throughout the country.
PRINCIPAL REAL ESTATE is a Des Moines, Iowa based Financial Planning firm with nearly $93,670,595,774 assets under management, offering retirement planning & investment advisory services to 1522 clients. The firm is staffed with 484 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109008 |
SEC# | 801-55618 |
Assets Managed by Firm | $93,670,595,774 |
No. of Clients | 1522 |
No. of Advisors | 484 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1522 | $93,670,595,774 |
Individuals (other than high net worth individuals) | 532 | $126,575,625 |
High net worth individuals | 40 | $82,983,505 |
Pension and profit sharing plans | 79 | $7,019,209,933 |
Charitable organizations | 56 | $349,125,979 |
Corporations or other businesses | 123 | $4,004,402,540 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$279,108,496,692 | 13656 | 1925 | |
$87,349,594,698 | 210 | 289 | |
$82,427,818,654 | 461370 | 3352 | |
$9,416,854,861 | 46075 | 1430 | |
$6,512,036,820 | 7 | 15 |
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